59 tracked 13F filers disclose a position in BBLU as of the latest SEC 13F filings, a combined $129.2M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Cetera Investment Advisers | $22.1M | 1.5M | ▲+25% Added · +302K sh | Q1 2026 | |
| 2 | Annex Advisory Services, LLC | $22.9M | 1.4M | ▼−1.6% Reduced · −22K sh | Q2 2026 | |
| 3 | RAYMOND JAMES FINANCIAL INC | $16.0M | 1.1M | ▲+7.3% Added · +73K sh | Q1 2026 | |
| 4 | D.A. DAVIDSON & CO. | $12.2M | 738K | ▲+48% Added · +238K sh | Q2 2026 | |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $9.4M | 637K | ▲+16% Added · +90K sh | Q1 2026 | |
| 6 | OSAIC HOLDINGS, INC. | $8.4M | 566K | ▲+33% Added · +141K sh | Q1 2026 | |
| 7 | Allworth Financial LP | $5.4M | 368K | ▼−2.5% Reduced · −10K sh | Q1 2026 | |
| 8 | LPL Financial LLC | $4.6M | 315K | ▲+6.8% Added · +20K sh | Q1 2026 | |
| 9 | ROYAL BANK OF CANADA | $2.7M | 185K | ▲+11% Added · +18K sh | Q1 2026 | |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $2.5M | 168K | ▲+7.0% Added · +11K sh | Q1 2026 | |
| 11 | MML INVESTORS SERVICES, LLC | $2.5M | 166K | ▲+22% Added · +30K sh | Q1 2026 | |
| 12 | Advisory Services Network, LLC | $2.1M | 142K | ▲New +142K sh | Q1 2026 | |
| 13 | Concurrent Investment Advisors, LLC | $2.2M | 133K | ▲+6.4% Added · +8K sh | Q2 2026 | |
| 14 | Arete Wealth Advisors, LLC | $1.5M | 102K | ▲+2.5% Added · +2K sh | Q1 2026 | |
| 15 | Lifetime Wealth Management P.C. | $1.3M | 85K | ▲+3.1% Added · +3K sh | Q1 2026 | |
| 16 | Synergy Asset Management, LLC | $1.3M | 80K | ▲New +80K sh | Q2 2026 | |
| 17 | Geneos Wealth Management Inc. | $1.1M | 74K | ▼−13% Reduced · −11K sh | Q1 2026 | |
| 18 | Dynamic Advisor Solutions LLC | $1.2M | 70K | ▼~0% Reduced · −20 sh | Q2 2026 | |
| 19 | Ameritas Advisory Services, LLC | $858K | 58K | ▲+2.7% Added · +2K sh | Q1 2026 | |
| 20 | GWN SECURITIES INC. | $939K | 57K | ▼−9.7% Reduced · −6K sh | Q2 2026 | |
| 21 | MAGNOLIA CAPITAL ADVISORS LLC | $796K | 54K | ▼−15% Reduced · −9K sh | Q1 2026 | |
| 22 | JPMORGAN CHASE & CO | $707K | 49K | ▲+20% Added · +8K sh | Q1 2026 | |
| 23 | MERCER GLOBAL ADVISORS INC /ADV | $669K | 45K | ▼−1.8% Reduced · −811 sh | Q1 2026 | |
| 24 | Main Street Group, LTD | $682K | 41K | ▲+6.0% Added · +2K sh | Q2 2026 | |
| 25 | SMITH SHELLNUT WILSON LLC /ADV | $657K | 40K | ▲+34% Added · +10K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 7 funds opened a new position in BBLU and 7 added to an existing one, while 6 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 30 funds | $37.4B |
| APPLE INCAAPL | 30 funds | $30.4B |
| MICROSOFT CORPMSFT | 30 funds | $25.7B |
| AMAZON.COM INCAMZN | 30 funds | $17.0B |
| ALPHABET INC-CL AGOOGL | 30 funds | $14.4B |
| ALPHABET INC-CL CGOOG | 30 funds | $9.7B |
| TESLA INCTSLA | 30 funds | $7.9B |
| ELI LILLY & COLLY | 30 funds | $7.2B |
| ISHARES CORE S&P 500 ETFIVV | 30 funds | $6.9B |
| JPMORGAN CHASE & COJPM | 30 funds | $6.4B |
| APPLIED MATERIALS INCAMAT | 30 funds | $3.7B |
| COSTCO WHOLESALE CORPCOST | 30 funds | $3.5B |
Ranked by how many of BBLU's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| BOXXmc | 271 funds | $1.6B |
| FRDMmc | 241 funds | $1.7B |
| STRVmc | 110 funds | $324.1M |
| BSVOFUND | 106 funds | $1.9B |
| DRLLmc | 80 funds | $32.9M |
| QMOMmc | 61 funds | $182.4M |
| BBLUthis pagemc | 59 funds | $129.2M |
| QVALmc | 55 funds | $265.4M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for BBLU
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/BBLU/capital-change-brief"
Use Arkolith's capital_change_brief for BBLU. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for BBLU. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.